Thomas J. Marrollo
Professional summary
Thomas John Marrollo SR, who also goes by Thomas John Marrollo, is a registered financial advisor currently at APOGEE FINANCIAL SERVICES GROUP, INC. located in Moorestown, New Jersey.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Thomas has worked at 10 firms and has passed the Series 63, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas John Marrollo SR's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2009 - Present
APOGEE FINANCIAL SERVICES GROUP, INC.
Office #1: 74 East Second Street, Moorestown, NJ 08057-0805January 6, 2005 - September 22, 2010
PTS BROKERAGE, LLC
August 15, 2003 - December 31, 2004
COMMONWEALTH FINANCIAL NETWORK
April 28, 1994 - August 19, 2003
FSC SECURITIES CORPORATION
March 15, 1990 - May 3, 1994
AMA INVESTMENT ADVISERS, INC.
October 11, 1989 - March 8, 1990
LEGG MASON WOOD WALKER, INCORPORATED
December 9, 1987 - October 9, 1989
AMA INVESTMENT ADVISERS, INC.
September 1, 1987 - December 8, 1987
MERITOR GROUP INVESTMENTS CORP.
October 28, 1986 - August 15, 1987
PSFS DISCOUNT BROKERAGE, INC.
August 11, 1983 - December 23, 1985
CHARLES SCHWAB & CO., INC.
June 28, 1982 - April 28, 1983
FIRST JERSEY SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/10/2009)
Exams
Current Firm
APOGEE FINANCIAL SERVICES GROUP, INC.
CRD#: 129527 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 124 |
| AUM (Assets Under Management) | $ 48,545,731 |
Red Flags
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